Creating the KPIs
Click on this icon located on the top left side of the page to
download the document containing detailed color and dimensions information
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Annual Patient Cost KPI
1. Select Card from
the “Visualizations” field
2. Select the “1.AnnualCostPerPatient” field
by checking the adjacent box to add it to the card
3. Navigate to the
following sections in the “Format” field – From bottom to top
a. Switch “Visual
header” to Off
b. Switch “Border” to On (Default
Color will be black)
c. Switch “Background” to On (Default
Color will be white)
d. Switch “Title” to On
e. Switch “Category
label” to Off
f. Click on
the “Title” drop-down and make adjustments as shown on
the GIF below:
g. Click on
the “Data label” drop-down and make adjustments as shown on
the GIF below:
h. Click on the “General” drop-down and adjust the dimensions as shown on the GIF below:
Patient Penetration Rate KPI
1. Duplicate the
Annual Patient Cost KPI card by selecting the slicer, right click, copy
visual, then pasting it using Ctrl + V on your
keyboard
2. Remove 1.AnnualCostPerPatient
from the “Values” field and replace with 4.PatientPenetrationRate
3. Navigate to the
following sections in the “Format” field – From bottom to top
a. Click on
the “Title” drop-down and make adjustments as shown on
the GIF below:
b. Click on
the “Data label” drop-down and make adjust the color as shown
on the GIF below:
c. Click on the “General” drop-down and adjust the dimensions as shown on the GIF below:
YoY Patient Cost
1. Duplicate
the Patient Penetration Rate KPI card by selecting the slicer, right
click, copy visual, then pasting it
using Ctrl + V on your keyboard
2. Remove 4.PatientPenetrationRate from
the “Values” field and replace with 3.YoY%CostDiff
3. Navigate
to the following sections in the “Format” field – From bottom
to top
a. Click
on the “Title” drop-down and make adjustments as shown on
the GIF below:
b. Click
on the “Data label” drop-down and make adjust the color as
shown on the GIF below:
c. Click on the “General” drop-down and adjust the dimensions as shown on the GIF below:
YoY Patient Retention Rate
1. Duplicate the YoY
Patient Cost KPI card by selecting the slicer, right click, copy
visual, then pasting it using Ctrl + V on your
keyboard
2. Remove 3.YoY%CostDiff from
the “Values” field and replace with 6.YoY%RetentionDiff
3. Navigate to the
following sections in the “Format” field – From bottom to top
a. Click on
the “Title” dropdown and make adjustments as shown on
the GIF below:
b. Click on
the “Data label” dropdown and make adjust the color as shown
on the GIF below:
c. Click on the “General” dropdown and adjust the dimensions as shown on the GIF below:
Here’s a
helpful guide on choosing industry KPIs è Choosing
a Dataset with Industry KPIs